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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,369 | $77,962-79.0% | $178,540-90.8% | $80,935-79.8% |
| Participation rate | 57.1% | 65.7%-8.5pp | 77.1%-20.0pp | 67.7%-10.5pp |
| Annual return | 6.94% | 18.10%-11.2pp | 27.15%-20.2pp | 35.66%-28.7pp |
| Employer contribution / active EE | $849 | $2,280-62.8% | $3,953-78.5% | $2,757-69.2% |
| Participant deferral / active EE | $3,207 | $4,404-27.2% | $6,281-48.9% | $4,299-25.4% |
| Admin fee / account holder | $5,837 | $7,156-18.4% | $10,424-44.0% | $6,924-15.7% |